Bulletproof coffee in hand, a quick scan of the markets shows the futures up ever so slightly as investors grapple with the realization the GOP is giving up on replacing the Affordable Care Act and is turning to repealing it. That news is pressuring the dollar and is another sign of the hamster wheel the Trump administration is caught on when it comes to its agenda. I and my partner in crime, Lenore Hawkins, have been saying for some time that the stalling of the Trump agenda is going to cause some uncertainty, which we believe will result in more conservative guidance for the second half of 2017. This is another notch in the uncertainty belt, and the question to be pondered now is whether Team Trump will move past healthcare reform to focus on tax reform and other items, such as rebuilding domestic infrastructure.

Comerica Upgraded at FBR Capital

Jun 9, 2017 | 9:14 AM EDT

Comerica was raised to "outperform" from "market perform" at FBR Capital with a $79 price target Friday.